How does the advisor help clients – Key Takeaways:
Change Global Investment, LLC (CGI) is a financial advisor firm that provides a variety of financial services to its clients. With a team of experienced advisors and a commitment to providing personalized and strategic financial advice, CGI works to help clients achieve their financial goals.
Facts and Insights
As of the most recent SEC filing on March 31, 2021, Change Global Investment, LLC manages approximately $1.3 billion in assets under management (AUM) and employs 8 advisors. The firm has been in business for 12 years.
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $1.3 billion | 8 | 12 years |
Financial Services Offered
CGI offers a wide range of financial services to its clients. Some of the services include investment management, financial planning, retirement planning, tax planning, and estate planning. Additionally, the firm provides specialized services such as capital gains management and education planning.
Client Types
Change Global Investment, LLC caters to a diverse clientele, including individuals, high net worth individuals, trusts, pension and profit-sharing plans, and charitable organizations.
Fees & Compensation
CGI charges clients based on a percentage of AUM. The fees typically range from 1.00% to 1.50% and are negotiable. The firm may also charge a fixed fee for financial planning services. CGI does not receive any compensation from third-party sources, ensuring that their advice is unbiased and in the best interest of their clients.
Background
Founded in 2009, Change Global Investment, LLC is a Registered Investment Advisor (RIA) based in New York. The firm operates as an independent and fee-only advisor, meaning that they do not receive commissions or sell financial products. This allows for a transparent and client-focused approach to financial planning and management.
Financial Advisor Disclosures to Know
While Change Global Investment, LLC has a clean record with no regulatory actions or disciplinary events, it’s important for clients to understand the potential risks involved in any financial advisory relationship. CGI is required to disclose any potential conflicts of interest to clients, and it’s recommended that clients carefully review these disclosures before entering into a relationship with the firm.